See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,889 | $115,770-94.9% | $101,248-94.2% | $158,922-96.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 20.97% | 56.14%-35.2pp | 46.47%-25.5pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,801 | $4,175-32.9% | $3,660-23.5% | $4,761-41.2% |
| Participant deferral / active EE | $3,262 | $4,957-34.2% | $4,370-25.4% | $5,982-45.5% |
| Admin fee / account holder | $843 | $7,245-88.4% | $5,945-85.8% | $11,246-92.5% |